See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,143 | $105,860-10.1% | $90,749+4.8% | $134,475-29.2% |
| Participation rate | 36.4% | 78.2%-41.9pp | 75.7%-39.3pp | 81.2%-44.9pp |
| Annual return | -17.80% | -11.01%-6.8pp | -12.16%-5.6pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,521 | $3,462-56.1% | $2,921-47.9% | $4,740-67.9% |
| Participant deferral / active EE | $5,998 | $5,216+15.0% | $4,564+31.4% | $6,400-6.3% |
| Admin fee / account holder | $544 | $13,938-96.1% | $8,445-93.6% | $11,426-95.2% |